Overview What You'll Learn What Students Say FAQ

Overview

Bloomberg Essentials Course Overview

This course teaches the essential functions of Bloomberg Terminal. Important functions related to economics, company overviews, company analysis, research, estimates, comparative analysis, and graphing will be covered, in addition to some other interesting functions.


Bloomberg Essentials Learning Objectives

By the end of this course, you will be able to:

  • Navigate through various economic screens for economic data, statistics and forecasts
  • Identify key functions related to a company overview
  • Analyze a company through financial information and its capital structure
  • View earnings estimates, analyst recommendations, and equity research
  • Compare securities using financials and other metrics
  • Learn how to build a graph or chart on Bloomberg Terminal
  • Understand additional functions related to leisure


Bloomberg Essentials Is a Prep Course of CFI’s CMSA® Program

CFI’s Capital Markets & Securities Analysis (CMSA)® program covers all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the CMSA® are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.


Who Should Take This CMSA® Course?

This Bloomberg Essentials course is perfect for students interested in advancing their Bloomberg Terminal knowledge. Knowing how to use Bloomberg Terminal is critical for a career in investment banking, sales and trading, and other careers within the capital markets.

What You'll Learn

Lesson
Multimedia
Exams
Files
Introduction
Introduction
Download Course Outline
Economics
ECO – Economic Calendar
ECST – Economic Statistics
ECFC – Economic Forecasts
Knowledge Check 1
Company Overview
DES – Security Description
ISSD – Issuer Descriptions
CN – Company news, CF – Company Filings, EVTS – Events Calendar
OWN – Ownership Summary, MGMT – Executives & Board Directors
Knowledge Check 2
Company Analysis
FA – Financial Analysis
CAST – Company Capital Structure
WACC & BETA Functions
Knowledge Check 3
Research & Estimates
EE – Earnings Estimates, ERN – Earnings Summary
ANR – Analyst Recommendations
BRC – Bloomberg Research Portal
Knowledge Check 4
Comparative Analysis
COMP – Comparative Total Return
RV – Relative Valuation
Knowledge Check 5
Graphing & Charts
GP & GPO – Graphing Functions, HP – Historical Price Data
Additional Functions
DINE – Restaurant Listings
POSH – Marketplace
MVP – Most Viewed People
Interactive Exercise
Qualified Assessment
Qualified Assessment
Share Your Feedback
Course Completion

Bloomberg Essentials

Free Enroll For Free

Approx 1.5 hrs to complete

Upgrade

From $847.00
Full Immersion Capital Markets & Securities Analyst (CMSA)®
Buy Now
From $497.00
Self-Study Capital Markets & Securities Analyst (CMSA)®
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Path to Certification

Prep Courses

6 courses from beginner to intermediate level.

01Optional

Core Courses

6 courses from beginner to intermediate level.

02Required

Elective Courses

9 courses in advanced and intermediate levels.

03Required

Get Certified

Submit your CMSA® checklist and order your certificate.

CMSA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.
Students must complete all core and 7 elective courses (13 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CMSA)® Certification will be emailed to you.

What Our Students Say

Purujit Dash
Really Insightful experience
the course was very easy to understand, it was to the point and explained all the necessary information, the interface the audio quality were all up to the mark.
Vijay Bhaskar Parise
It's Great
It will help me to get knowledge about Bloomberg and great explanation and I felt it's very easy to analyse markets , keep it up. And thanks
Sanjeev Kumar Bayyavarapu
Bloomberg Essentials
Thanks for providing the detailed overview of Bloomberg Essentials. It consists of all basic details related to the Bloomberg platform.
Anil Kumar Yadalam
More than expected
This course is very informative & very clear, you will get a basic overview of the Bloomberg
See More
Dongxiao Zhang
This course help me to learn how to navigate the Bloomberg Terminal with some key functions used in the capital markets.
Manjri Sinha
Very well captured the overview of Bloomberg Essentials in a short span of time, good information and engaging content.
YIN ZHAN
I truly like this course and strongly recommend it.
Jianan Li
As a person has never been into financial, this course has truely brought me the interest of learning financial . The instructor is very clear and made evething so easy to understand. I would highly recommend people to take this course as the first step to finial industry.
Sunny Singh
very good explain in little depth & overview. How we can analysis the data for the company by comparing , forecast tec..
Alhassan Ndekugri
Bloomberg terminal is an excellent tool in Finance
Silvio Guaita
I never used Bloomberg yet and thisc ourse was very intuitive.
Hoang Phuong Huynh
It provides some good information
Sameer Omle
This course has basic content. Those have no idea about what is Bloomberg and the functions. one may take this interactive session.
Florencio Rustrián Monroy
For anybody who doesn't owns access to a Bloomberg central, but will do in the future, or that is new with the usage of one of them, this course will provide you with some of the most useful functions to use on you daily financias analysis.
Sunidhi Pandey
I personally find this course very effective. Each terminology explained in a brief and laymen language so its easy to understand for the beginners.
Aditya Ajitsariya
The course was structured in a great way to build the foundation to the Bloomberg platform without complicating things
Akshat Bharadwaj
The course was insightful, the structure was very well planned. Great Learning
Hitesh Birla
The course is designed very informative for beginners to learn about this platform. Thank you
Shen Chun Sia
This course gives an idea on how to navigate the basic functions of Bloomberg Essentials
FEMINA BINOY
Very nice course
keerthivasan K.S
I COMPLETED MY COURSE WITH ABOVE 80% BUT I DIDN'T GET MY E_ CERTIFICATE. KINDLY PROVIDE ME THROUGH MY MAIL [email protected]
Priyanshi Shah
instructor has delivered his content aptly and is easy to understand too
Lu'lu'a Ibrahim
I recommend this course especially for beginner
CA Rohit Khandelwal
By taking this course, I got to know about the bloomberg terminal and it's an awesome tool which saves our lot of times for analysis of any company
Shanthala Shenoi
The course is extremely well planned and the visual presentations help you retain the functions and their use. It delivers to the point and can be used as a starter's guide to Bloomberg functions.
Andrii Vasylchenko
The "Bloomberg Essentials" course was very informative and easy in understanding. I've never faced up with Bloomberg platform before, but the lecturer helped me to understand it and the whole process of learning was very interesting. Also, I enjoyed how the lecturer mentioned 3 last functions, that are not directly related to economics. Besides that, I like CFI's way of delivering materials. What I mean is that the lecturer explains the material in simple words and makes it easy to understand and then goes into more details, and it doesn't seem difficult to understand the subject which was totally new for me.
Prajoth Kundaran
Took Bloomberg Essential to refresh my Basic Knowledge and it was helpful to regain my basic knowledge.
Wilford Akwasi Asare Adjei
Awesome
Samet Dundar
Brilliant, quick, comprehensive. These 3 words will make you happy :)
Pedro Filipe
good 5 stars
Trung Nguyen The
It is very useful for beginners in financial world. And it is even free!
Erdal Işıkdemir
excellent
AARSHA SANTHOSH
Very informative
Grace Mary Mathew
Very good
Gokul Agarwal
this course was interesting and engaging
Malavika K V
It is a very useful course to understand the Bloomberg essential in a business environment. It has many essential methods to know about this Bloomberg.
Aiswarya p biju
It is very easy to understand and interesting one.
Ibrahim Shuaibu
The course is strightfoward and concise for anyone to understand.
Rahmad Effendi
As a beginner, this course absolutely helpful to establish the basic knowledge on bloomberg
yogeshvari Dhivdhonde
Good
Augustine Biju
Nice
Hector Jean-Paul Castillo Vidal
So clearly!
Arpita Maheshwari
Nicely explained various features of Bloomberg essential. Instructor was quite clear while delivering.
Rahul Mondkar
Fresher or who is new in market can go for this course
Ali Abbasov, MBA
this course cover very useful major points that is essential for using Bloomberg platform. highly recommended.
Gareth Kapito
Very informative, i would recommend anyone interested in trading the stock market to take this course!
Jai Priyank Achyuta
Overall satisfaction was good.
Simbarashe Pasipamire
The course is practical and gives a hands on approach. would recomend it to everyone
Oladeji Amodu
Good for beginners.
Derell van Ster
I thoroughly enjoyed this beginner course on the Bloomberg Essentials, it was very exciting and informative. It brings together business and economic understanding for all economic and management sciences learners! It's highly recommended.
Farah Sharif
By completing this course, I believe it was highly interesting as well as beneficial for me. The material is organized as well as structured in a very clear way for the audience. In my opinion, this course is very important for finance undergraduate and graduate students whom are curious to learn more about Bloomberg. In the end, I would like to thank CFI for giving us this opportunity of happy learning!
Arzu Mammadzada
I liked it
John Ngelula
nice and very practical
Qudus Ajibade Adeyemi
For the basic use and understanding of functions of Bloomberg, I believe the course is a perfect guide.
Shaneil Harrison
The information provided was clear and concise. Feeling accomplished.
Deepesh Kumar
It was a great experience to do this course on this great platform.
Visaj Bansal
This course helped in strengthening the various market concepts in the finance industry and in general.
Wong Keat Soon
This course relatively easy and understand by using the course presentation. With the excel function skills knowledge, it will be relatively easy to answer the exam.
Bhanu Shikha
The course has achieved what it intended. I found it very helpful and interactive.
Funmilayo Ashore
Amazing course
Rebecca Lombardi
as a beginner, it is very useful and clear in order to acquire the basic tools for such a useful and expanded platform. Moreover, information are many and very helpful but summarized in an optimal way so that the course does not last too much. very good!
Claudio Victor Benitez
excellent course with very useful and accurate information
Muhammad Ahzam
This free course gives a good insight into the actual Bloomberg terminal which would otherwise have been impossible without having an access to this premium software. This has been very help full for an aspiring trader.
Yessenia Susan Espinoza Mendoza
It is a great course!
Olumayowa Bolujoko
I took this course because I applied for an equity research role and one of the primary requirements is the understanding of the Bloomberg terminal. I know this course is a glance but I am glad that I would be able to converse seamlessly with my interviewers after taking the course.
Ayush Srivastava
Didn't know there was so much to the terminal. Had a great learning experience.
VENUGOPAL RAJAMANURI
Simple and easy to understand platform. Well presented.
Adrian Rivera Zevallos
Excellent quick and interactive course on Bloomberg. It gives a complete overview of the potential of this tool.
Shania Simon
This course was extremely useful for me . I didn't know about bloomberg and its uses . Thank You
Roxana Trujillo Martínez
I learned many functions for a finncial analysis: global, macro, in company, etc. I've learned find more information regrding a company's a management team, about componet used for a company's weighted averge of cost of capital, económics forecast, earnings estimate, etc. Thank you very much.
Basmah Bawazeer
so recommended!!! I love it
Shwetank Sinha
This course helped me to get the exposure of Bloomberg terminal and to know how i can use and what information are available on the terminal.
Frank Kangwa
A great course for anyone seeking a career in the financial services industry. It makes the whole process of financial analysis a lot easier and enjoyable than would be the case assuming that the data were to be accessed from different data-bases. I strongly recommend the course to anyone hungry enough for knowledge. It was a worthwhile learning experience. My rating of the course is five stars.
Nikhil Verma
A must have certificate for all Financial Analyst job seekers.
Avik Ghosh
The course was good it helped me grasp the basics of bloomberg easily and i also became familiar with the environment.
Krishal Prasad
This course was simple and easy to understand. Highly Recommended!
Kwong Sang Yeung
The course provides the comprehensive information of Bloomberg system with good demonstration for the basic operation of Bloomberg.
Valenton Wallace
Excellent introduction to assessing companies and related securities
Akshay Singh
I'm working in Bloomberg terminal from one year and as I experienced that this is the most information and accurate software that use for financial analysis.
Meriyam Bekrashvili
I really liked the course as it was not difficult and very informative
Adrián Corredor Pérez
It has been a pleasure to take this course as a first step towards the bloomberg terminal, the lecturer explained all the lessons clearly and concisely during the course and last but not least the content was relevant. It would have been nice if the course had a taste of basic bloomberg terminal keyboard functions which I think its necessary for further study of bloomberg terminal functionalities.
Prem Sinha
The course is fantastic and must take to everyone engaged in financial market.I learned a lot in basics of Bloomberg Essentials.The instructor is amazing i like the way he is teaching.
Robert Hernández Martínez
I took this course and it was very helpful for my finance class. Now I know where exactly to look for information. A function glossary will help. Thank you.
Hicham Boukharsa
The course is clear and effective for anyone who wants to intergate the finance world
Kashish Gupta
This is good course to have knowledge on corporate finance from Bloomberg.
Sharné Reeves
Great short course for those wanting to learn how to use the Bloomberg terminal and for those wanting to refresh their memory on some of the functions that Bloomberg has to offer.
Alan Thomson
An excellent overview of Bloomberg Essentials, covering all aspects well.
Lee Anselmo Blackman
This Bloomberg Essentials course gave the best on-hands training and also tested my knowledge base of accumulated education from all other CFI courses combined. It confirmed that CFI has carefully and professional scripted the perfect road map for candidates that are truly passionate about achieving a successful career as certified financial analyst in the financial industry.
DHARMESH JAYANTIBHAI MARU
AMAZING EXPERIENCE
lokesh gordey
the course has covered all the basic concepts very easyily.
Uma Rani Tanty
this is the most informative and valuable course i have done till date.
Bryan Gonzales
This course has tools required that allow me to learn of Bloomberg.
YASH AJMERA
A great basic course for learning Bloomberg terminal.
Shreenidhi Bharathi
The course was a short but concise one which gives you an insight on the various functions you can perform on the Bloomberg terminal.
Sushant Keshri
The course was very curative and intresting.
Sarah Al-Otaibi
I highly recommend this course if you want to learn the basics in Bloomberg. I'd for sure use all the information i've learned in this course in practical use.
amit singh
good expereince exploring bloomberg terminals for equity trading
Rohan Singh
Course was literally great.
Samiksha patil
Such a good course. Very informative
Aryan Kumar Shukla
It's Awesome
Javier Salazar Saico
learning bloomberg is one of my biggest dreams, as a finance student, the world of investments is great, and how you are structured the real-time financial markets make it unique, happiness for me
ERNEST MAWULI
The course "Bloomberg Essentials" is needed by student as it helps you to know the different types of functions that will help one to evaluate an individual company based on various financial metrics and analytical tools.
Bhoi Sarabjit Singh
The information and teaching was very helpful
Adil Kamal
good course for hand on and awareness
Manoj Balakrishna Naik
Too good
Badhan Mazumder
This is such an interactive course that has provided me necessary knowledge about Bloomberg terminal & the relevant functions that will make my analysis quite comfortable. I am delighted to go through this course.
Aayushi Sheth
Very detailed and informative course to help young professionals advance in their career journey. MUST TAKE to understand the basics before diving in to the advance course
Renzo Alvaro Roman Amaro
It's a useful course that show us an important tool that is Bloomberg in order to analyze and verify companies and markets with their changes at all times.
Hirdesh Varshney
Course is quite good for the beginner level and the overview of the terminal and provides a good amount of insights of Bloomberg terminal. Thanks for the learning.
Santosh Vyavhare
Good courses for the essential of capital markets
Jhon Campos Estrada
The course covers the main thing and immerses you on the world information that Bloomberg has. The methodology is clear and the information provided is accurate. Excellent course!
Enrique Albitres Vidal
I can only say that this course was better than I expected. I learned a lot and I will use these new skills in my college projects and, hopefully, in a future job. Everything was really clear.
Kelvin Kamande Karanja
Well explained
Kagiso Dieter Mahuma
Very Insightful On How Market Analysis Should Be Conducted. Short, Precise and Informative.
Rajvi Shah
This course has helped me to understand better how the Bloomberg terminal works and is clear and helpful!
anurag pandey
nice
Brendon Olyn
best course i would recommend to anyone who is starting on the trading career,more informative and its even goes more into deps about finacial records about different companies.
Crispen Mutizwa
This was a very exciting and course with very important technical details
Sandra Melissa Llanca Cotrina
The course is outstanding and the instructor was so clear in his explanations and all the materials were good too.
Imam Asalie
The course will open your eyes to the wonders of Bloomberg's economic calendar and it is the start for you to see how Bloomberg can be a treasure for any business.
Quentin Ducrocq
Quick programme, very clear and interesting.
Romaric Christian Tuwindpulongo Yougbaré
This course is really a best way to understand how Bloomberg is used and how information is the key ! Thank you !
Suhas Pothedar
It is a great entry point to get Data points for analysis.
Deepak Gupta
The course is effective as it helps you gain knowledge about how to use the short keys on the software as well as efficient as it is time conservative.
Omotola Otukoya
The course is the best for a financial enthusiast.
Rebecca Ikoli, ACA
it was a very enlightening course
Mansi Sharma
I have recieved what I was expecting from this certification.
Joshua Odebisi
I've been using Bloomberg for a couple of years now so I was pretty familiar with most of the functions covered in this course. However, the instructor was able to show me some hidden functions which I'd never come across and would be very useful for my work going forward. Clear videos with simple explanations, I was very happy with the course overall.
Shashank Kalra
Easy to understand and very well structured delivered in a crisp and clear manner
Bhakti Waghela
Thank you for this wonderful courses
Nisreen Hatoum
Such a very useful course that can help me going further step in my career
Vinayak Inamdar
very good intro to Bloomberg. Thank you CFI for this
Jorge Concha Mendez
Great course, great teachers, and the data is excellent! Highly recomended
Shakshi Sodhani
This course is definitely worth taking. Thank you CFI!
Lama Alabdalaal
I had learned some of the important functions to use in Bloomberg.
Iswarya M
good learning
David John
I think this will play a major role in my interest for business building
VISHAL JOSHI
Good start to know about Bloomberg Essentials.
Samita Mahapatra
It was an amazing experience...
Hussein kiggundu
Perfect course for beginners
Tejas Mulgund
The course gives an overview into the bloomberg world which is so vast and very useful.
Nathan Kimani
I enjoyed studying this course, It has made my comprehension of Bloomberg more enjoyable.
Venkata Sivakrishna Abburi
The course is precise and clear. The course focus on covering as much details as needed for finance professionals. I will recommend this course to professionals who are thinking to adopt Bloomberg terminal skills
Subhrajit Paul
The Bloomberg Essentials Course was very effective in giving a clear idea about the functions that are used to operate and analyse data of every company and doing in depth analysis on it.
Imtiaz Ahmed
This course was helpful as I expected. Learned a lot of terms on company overview, their process of work, statistics, shortcut way of command and etc. Hope that this course will also be helpful to those who will enroll in it.
Suim Kim
Great overall summary on Bloomberg lib.
Luis Alberto Vera Janampa
This course teaches the essential functions of the Bloomberg Terminal. Important functions related to economics, company overviews, company analysis, research, estimates, comparative analysis, and graphing will be covered. Also you know interesting functions.
Saloni Sahu
Helpful in increasing my knowledge on international basis.
Shailja Singh
it was really informative and helpful course.
Mayurika Bhar
Its a decent and comprehensive course.
Kanika Ghai
It proves to be a very good course to gather knowledge about the working of Bloomberg.
Pardeep Kumar
It is good to start learning about Bloomberg database.
Esther Macharia
The course was very easy to understand. It was detailed and to the point.
Gabriel Lubiato
The course was very engaging, and the explanations were excellent!
Vidhi Shah
I'm completely satisfied with the course and the instructor's instructions are completely clear and understandable. Learnt new terms and new about Bloomberg.Thank You so much!
Daniel N. Anowu
I find the course really helpful. I learnt a lot from the course especially how to adjust time frames and exporting to make personal Analysis. 👍👍
Kishore Srinivasan
Great Introduction.
Anselm Chukwuemeke Eboka
The tutor did a good job. I am looking forward to using this knowledge as i start my career Journey.
Ahmed Alshlash
At the beginning I thought the course would be hard and complicated, but I found out that the videos explanations were fun, easy, full of information and beneficial for my Job; in addition to that this kind of certificates would build and raise my CV as I work in the same field. I got a nice grade with 100%, and that extremely motivated me to get the other finance courses. Thank you CFI for making finance fun. Sincerely, Ahmed
Thato Mngomezulu
Great course, delivered in a well-structured way and gave a great foundation to the Bloomberg platform and how to navigate it effectively

Frequently Asked Questions

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CMSA Certificate

Capital Markets & Securities Analyst (CMSA)® Program

The Capital Markets & Securities Analyst (CMSA)® program will teach you the many asset classes, trading strategies, and procedures used in the capital markets. It is ideal for any student who wants to work in capital markets, whether on the buy-side or the sell-side. This program will give you the experience to make investment decisions and utilize appropriate trading strategies for different scenarios.

Enroll for free

Upgrade

From $847.00
Full Immersion Capital Markets & Securities Analyst (CMSA)®
Buy Now
From $497.00
Self-Study Capital Markets & Securities Analyst (CMSA)®
Buy Now